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Sponsor portfolio

FINANCIAL SOLUTIONS GROUP

EIN 30-0236631-financial services-Latest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
15
12040 SOUTH LAKES DRIVE, SUITE 301 - RESTON, VA 20191703-860-9215fcginvestments.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$6.2M - 14 part#002CashBalance-$236K - 1 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • JYOTI GUJRAL 401(K) (#001)96%
  • CASH BALANCE PENSION (#002)4%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JYOTI GUJRAL 401(K) (#001)14
  • CASH BALANCE PENSION (#002)1
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JYOTI GUJRAL 401(K) PLAN

401k

Assets$6.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FINANCIAL SOLUTIONS GROUP CASH BALANCE PENSION PLAN

CashBalance

Assets$236K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JYOTI GUJRAL 401(K) PLAN401k$6.2M142025
002FINANCIAL SOLUTIONS GROUP CASH BALANCE PENSION PLANCashBalance$236K12025
Retirement plans
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